July 20, 2020 Hosted by: Brian Schreiner, Senior Vice President, Private Wealth Group, CMG Capital Management Group Segment 1 (03:45): Interview with John Mauldin, Chief Economist & Co-Portfolio Manager, CMG Capital Management Group Segment 2 (13:42): Interview with CMG Mauldin [...]Read More >

Virtual Strategic Investment Conference 2020 Panel Discussion: Returning to the New Normal - John Mauldin, David Bahnsen, Louis Gave and Mark Yusko (Moderator: Karen Harris) The notes below are a transcription of the panel discussion. Please forgive any typographic or grammatical [...]Read More >

Virtual Strategic Investment Conference 2020 Interview of Ian Bremmer by Jared Dillian Please note: A substantial portion of the notes below are a transcription of the interview. Please forgive any typographic or grammatical errors. On Friday, May 15, 2020, Mauldin Economics’ Jared Dillian [...]Read More >

Virtual Strategic Investment Conference 2020 Interview of Karen Harris by Ed D'Agostino Please note: Please forgive any typographic or grammatical errors. Karen Harris is Managing Director, Macro Trends Group at Bain & Company, a global consulting firm. Karen spoke about the impact of this [...]Read More >

Virtual Strategic Investment Conference 2020 Interview of Neil Howe by John Mauldin Please note: Please forgive any typographic or grammatical errors. I believe you’ll walk away with a number of insights from John Mauldin’s conversation with historian, economist, and author, Neil Howe, at this [...]Read More >

Virtual Strategic Investment Conference 2020 Notes from James Bianco's Presentation (May 13, 2020) Please forgive any typographic or grammatical errors. From Steve: As you read, keep in mind Jim’s pivot this week from bear to bull on the stock market has nothing to do with the economic challenges [...]Read More >

Virtual Strategic Investment Conference 2020 Discussion of Felix Zulauf (Zulauf Asset Management AG) and Grant Williams (author of Things That Make You Go Hmmm...) Please note: Please forgive any typographic or grammatical errors. Following are my high-level bullet point notes from Felix Zulauf’s [...]Read More >

Virtual Strategic Investment Conference 2020 Interview of Leon Cooperman (Omega Family Office) by David L. Bahnsen (founder, Managing Partner, and Chief Investment Officer of The Bahnsen Group, a private wealth management firm) Please note: The following is a transcription of the audio interview. [...]Read More >

https://youtu.be/-mCUThasKu8 IMPORTANT DISCLOSURE INFORMATION Investing involves risk.  Past performance does not guarantee or indicate future results.  Different types of investments involve varying degrees of risk.  Therefore, it should not be assumed that future performance of any specific [...]Read More >

April 14, 2020 Hosted by: Brian Schreiner Senior Vice President, Private Wealth Group, CMG Capital Management Group Segment 1 (03:48): Interview with John Mauldin, Chief Economist & Co-Portfolio Manager, CMG Capital Management Group Segment 2 (17:00): Interview with CMG Mauldin Smart [...]Read More >

What is (and isn’t) actually implied by VIX data? Stephen Blumenthal, CIO at CMG Capital Management Group joins S&P DJI’s Ed Ware and Hamish Preston to explore what VIX data means and how to put Wall Street’s fear gauge to work. [...]Read More >

January 14, 2020 Hosted by: Brian Schreiner Senior Vice President, Private Wealth Group, CMG Segment 1 (03:35): Interview with John Mauldin, Chief Economist & Co-Portfolio Manager, CMG Segment 2 (19:30): Interview with CMG Mauldin Smart Core ETF Strategist, Michael Hee, Managing [...]Read More >

October 18, 2019 Hosted by: Brian Schreiner Senior Vice President, Private Wealth Group, CMG Segment 1 (03:50): Interview with John Mauldin, Chief Economist & Co-Portfolio Manager, CMG Segment 2 (11:43, audio improves at 13:20): Interview with CMG Mauldin Smart Core ETF Strategist, [...]Read More >

July 31, 2019 Hosted by: Brian Schreiner Senior Vice President, Private Wealth Group Segment 1: Interview with Co-Portfolio Managers: Steve Blumenthal - Executive Chairman and Chief Investment Officer, CMG, and John Mauldin - Chief Economist, CMG Segment 2 (20:25): Interview with ETF [...]Read More >

December 11, 2018 Hosted by Steve Blumenthal Executive Chairman, Chief Investment Officer, and Co-Portfolio Manager John Mauldin Chief Economist and Co-Portfolio Manager Brian Schreiner Senior Vice President, Private Wealth Group Transcript Brian:  Good afternoon. Thanks [...]Read More >